05 – Create a Legal Plan Comprehensive Retirement Planning Series 05 – Create a Legal Plan Lesson Content 0% Complete 0/13 Steps Introduction – Legal Plan Protect Assets – Wills vs Trusts Protect Assets – Introduction to Safe Harbor Trusts Protect Assets – Protecting Assets from Long-Term Care Costs Protect Assets – Protections for Surviving Spouses and Heirs Protect Assets – Protections from Estate Tax Protect Assets – Protections for Inheritances Protect Assets – Align Beneficiaries Minimize Burdens – Estate Planning Minimize Burdens – Fiduciaries Minimize Burdens – Manuals of Instruction Create a Legal Plan – Wrap Up Professional Legal Resources Previous Topic Back to Course Next Topic
